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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,201 | $73,787-72.6% | $98,716-79.5% | $82,448-75.5% |
| Participation rate | 61.1% | 61.4%-0.3pp | 69.3%-8.2pp | 68.1%-7.0pp |
| Annual return | 13.49% | 18.57%-5.1pp | 31.81%-18.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $494 | $1,511-67.3% | $2,279-78.3% | $2,551-80.6% |
| Participant deferral / active EE | $3,134 | $3,081+1.7% | $4,048-22.6% | $4,139-24.3% |
| Admin fee / account holder | $4,251 | $6,500-34.6% | $8,703-51.2% | $7,234-41.2% |